Take five for
your future.

What do you have in mind for your post-work life? And are your retirement savings on track to achieve your goals? Take the reins with our handy online tools, info guides and more. All designed to help you secure financial freedom and choice in retirement.
Take five for future you
Creating better futures
Helping you make informed decisions for your retirement planning: that’s our mission.
Best of both worlds
Online tools, online chat, over the phone, or in person. Digital or real world, we’re here to help.
Here for the journey
Life changes, and so do your needs. We’re here for the long term – retirement planning expertise for every stage.

SOMETHING EXTRA FOR YOU, ON US.

Intuitive and easy to use. Smart tools for your financial life.

LawHawk
PocketSmith

Creating better futures
through retirement planning savvy.

WHY WE DO, WHAT WE DO

Help is at hand

A quick KiwiSaver-question? We're here to help. Is it time to take a good look at your financial plan? We can help there too. From simple queries through to advice for retirement, investment, and financial planning, we welcome you to get in touch.

Help is at hand

A quick KiwiSaver-question? We're here to help. Is it time to take a good look at your financial plan? We can help there too. From simple queries through to advice for retirement, investment, and financial planning, we welcome you to get in touch.

MONEY MATTERS ON YOUR MIND?

Talk to an expert financial planning advisers with decades of experience. We're here to help.

QUICK QUESTION ON YOUR MIND?

As they say, there's no time like the present: LiveChat or send us a message here.

LIKE TO BOOK A MEETING?

Find a time that works for you for a Zoom, phone or in-person meeting.

Like to grow your retirement saving savvy? Read on…

Understanding risk, planning your savings, how retirement planning needs change through life, and much more. You name it, you’ll find a helpful read here.